Referral Templates
Save time with templates
Easily customize your referral templates — from messaging and design, to forms and rewards — for high-converting requests that reflect your brand.
Customer referral software
Accelerate your referrals with automated campaigns
Effortlessly drive referrals campaigns
Efficient
Save time and effort with automated referral campaigns, easy-to-use templates, and trigger-based referral requests.
Powerful
Increase referrals rates by identifying happy customers to target, triggering referral requests at the right time, and making it easy for customers to refer.
Measurable
Measure and optimize your referral marketing campaigns with easy-to-understand reports and dashboards. Know how many requests were sent and shared.
Referral Campaigns
Operate referral campaigns at scale
Create rules to automatically trigger referral requests after payments or positive online reviews, deploy custom campaigns throughout the year, or send 1:1 referral requests through the inbox.
Referral Rewards
Add referral incentives for higher response rates
Boost response rates. Collect more leads. Use reward strategies like cash discounts, gifts, and coupons to maximize referral conversion.
Referral Sources
Collect referrals on any channel
Make it easy for your customers to refer friends with requests capabilities across email, text, and social.
Messaging
Connect with new referrals in time
Connect with new referrals quickly from the smart inbox — answering questions, scheduling appointments, and converting them into customers.
Referral Reports
Measure referral success
Easily track the number of referral requests sent and shared, from a single dashboard.
Birdeye customers get results
See all case studies
“In our business, self-storage, referrals are really important. Not every self-storage facility is run well. So when someone is looking for a facility to store their belongings, it can be really helpful to the customer if someone they know had a good experience with us.”
Brandon WipperfurthDirector of Marketing Superior Storage
“We’re getting so many leads that our teams need to be focusing on following up. Birdeye makes it easy for them.”
Jeremy BellandWebsite Developer Exclusive Furniture
“Birdeye equipped us with a scalable solution to enhance our customer experience by incentivizing their loyalty to our brands.”
Brittany DouglasSenior Marketing Operations Manager at TMX, Finance
Family of Companies
Frequently Asked Questions
What is referral marketing?
Referrals are leads that a business gets from its existing customers. Referral marketing is the process that streamlines the process of soliciting, converting, and measuring the success of a business’s word of mouth campaigns.
Referrals are leads that a business gets from its existing customers. Referral marketing is the process that streamlines the process of soliciting, converting, and measuring the success of a business’s word of mouth campaigns.
Why is it important for a business to have a referral program?
Referral leads are extremely valuable for a business. Referred leads convert more than other leads and spend more than normal walk-in leads. However, it is difficult for businesses to track and maximize their referral programs as they usually rely on word of mouth. A referral program helps businesses gain visibility into their word-of-mouth programs and maximize revenue from referrals.
Referral leads are extremely valuable for a business. Referred leads convert more than other leads and spend more than normal walk-in leads. However, it is difficult for businesses to track and maximize their referral programs as they usually rely on word of mouth. A referral program helps businesses gain visibility into their word-of-mouth programs and maximize revenue from referrals.
Why do I need referral software?
Physical referrals aren't scalable or trackable-just think about all the unredeemed referral coupons stuck under car seats or washed with the laundry. Referral software lets you send personalized referral requests to happy customers and experiment with incentives. You can track and maximize SUCCESS with end-to-end campaign reporting.
Physical referrals aren't scalable or trackable-just think about all the unredeemed referral coupons stuck under car seats or washed with the laundry. Referral software lets you send personalized referral requests to happy customers and experiment with incentives. You can track and maximize SUCCESS with end-to-end campaign reporting.
What does Birdeye Referrals do?
Birdeye Referrals turns your happy customers into your most powerful marketing tool. This automated referral software makes it easy to create, send, scale and track effective referral marketing campaigns via text and email.
Birdeye Referrals turns your happy customers into your most powerful marketing tool. This automated referral software makes it easy to create, send, scale and track effective referral marketing campaigns via text and email.
What's the difference between a loyalty program and a referral program?
Referral programs reward customers for referring their friends and family to a business. They work well in almost all business cases, but are especially effective for infrequent or one-time purchases like healthcare or real estate. Meanwhile, loyalty programs incentivize customers to make repeat purchases and work best for retail stores and restaurants.
Referral programs reward customers for referring their friends and family to a business. They work well in almost all business cases, but are especially effective for infrequent or one-time purchases like healthcare or real estate. Meanwhile, loyalty programs incentivize customers to make repeat purchases and work best for retail stores and restaurants.
When should you ask a customer for a referral?
Identifying the magic moment is tricky, but here are some scenarios that we've seen work:
- A patient loaves positive review after a dental procedure
- A customer has just bought a car and is feeling great
- 2-4 weeks after your client has moved into their new house
Identifying the magic moment is tricky, but here are some scenarios that we've seen work:
- A patient loaves positive review after a dental procedure
- A customer has just bought a car and is feeling great
- 2-4 weeks after your client has moved into their new house
How do I measure the effectiveness of my referral program?
You should measure the effectiveness of your referral campaign across its life cycle in order to minimize leakages at every stage:
- Revenue generated from the referral program
- Number of referral leads received
- Number of referral messages shared by your customers
- Number of referral requests sent to customers
You should measure the effectiveness of your referral campaign across its life cycle in order to minimize leakages at every stage:
- Revenue generated from the referral program
- Number of referral leads received
- Number of referral messages shared by your customers
- Number of referral requests sent to customers
How can I ensure that only my happy customers get referral requests?
You can easily pair Birdeye Referrals with Birdeye Reviews, your CRM or NPS software to send automated referral requests to only your happiest customers. Birdeye offers out-of-the-box integrations to 3,000+ apps such as Salesforce, Hubspot, and more.
You can easily pair Birdeye Referrals with Birdeye Reviews, your CRM or NPS software to send automated referral requests to only your happiest customers. Birdeye offers out-of-the-box integrations to 3,000+ apps such as Salesforce, Hubspot, and more.
How do I choose the right referral incentives?
While it depends on your unique business goals, here are some best practices:
- Reward both referrers and their friends
- Cash rewards are easy, scalable, and universally loved
- Tie it back to your business. For example:
- A dental practice can offer teeth whitening services
- A real estate firm can offer a finder's fee
While it depends on your unique business goals, here are some best practices:
- Reward both referrers and their friends
- Cash rewards are easy, scalable, and universally loved
- Tie it back to your business. For example:
- A dental practice can offer teeth whitening services
- A real estate firm can offer a finder's fee
What are the main capabilities within Birdeye Referrals?
Birdeye Referrals lets you:
- Automate referral marketing by integrating with your CRM
- Get referrals via text, email, social website, or on your mobile app
- Test and optimize campaign messaging and incentives
- Track and maximize results at every stage of your referral campaign
Birdeye Referrals lets you:
- Automate referral marketing by integrating with your CRM
- Get referrals via text, email, social website, or on your mobile app
- Test and optimize campaign messaging and incentives
- Track and maximize results at every stage of your referral campaign
homereferrals